CRM Software Canada

We Tested the Best CRM Software in Canada

 If you’re experiencing a higher customer churn than normal in Canada this year compared to the previous year, you’re not alone.  

In fact, the ServiceNow Consumer Voice Report 2024 states that “74% of Canadians are less loyal to brands than they were two years ago.”

Many Canadian businesses are refocusing their efforts on Customer Relationship Management (CRM) to track customer behavior, personalize customer interactions, analyze customer feedback, and improve customer lifetime value. 

One of the best CRM strategies for improving customer acquisition and retention rates, is to integrate an effective CRM software

In this blog, we will review the top 10 CRM software in Canada. We will also share their best features and limitations to help you shortlist the best software for your requirements.

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What Should You Look for in CRM Software in Canada?

Modern customers demand exceptional quality. So, you must find software to help you deliver excellent customer service and acquire more customers. Here are the key functionalities to look for in CRM software in Canada:

  • Collaboration: A CRM must enable team members to communicate and share customer information easily. This facilitates an excellent customer experience and ensures the team has up-to-date information on workflow
  • Automation: Pick CRM software that automates emails to leads and customers based on detailed customer insights. This saves time on manual processes and boosts productivity  
  • Integrations: CRM software must seamlessly integrate with your tech stack so that you can collect customer data from multiple sources 
  • Mobile access: Your team should be able to access deals and customer details from any device. Ensure your CRM software has user-friendly iPhone and Android apps that maintain desktop features 
  • Custom reports: Opt for CRM software that supports custom reporting and provides detailed analytics on lead generation, sales performance, etc.
  • Scalability: The best CRM software should be easily scalable. It should be able to store large volumes of customer data easily, send bulk automated emails, and perform advanced reporting even when the database grows
  • Pricing: Select a CRM software that offers custom pricing plans based on your business requirements
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The 10 Best CRM Software in Canada in 2024

1. ClickUp (Best for managing your sales funnel)

ClickUp CRM
Manage sales pipeline and boost customer engagement with ClickUp’s CRM software 

My top recommendation for CRM software Canada is ClickUp. With the ClickUp CRM Software, I can view all my client relationships in one place and visualize my sales pipeline. 

ClickUp CRM also simplifies customer outreach. You can connect your emails with ClickUp to streamline communication, close deals, send project updates, and onboard customers. 

One of the most promising features of ClickUp CRM Software is the ClickUp Dashboards that visualize all my customer data in one place. Its intuitive dashboard (with 50+ widgets) offers detailed customer insights. You can monitor customer lifetime value, average deal sizes, sales targets, and sales and marketing tasks.  

Moreover, ClickUp helps me streamline both CRM and project management, helping my team deliver value to our customers. With its 15+ flexible views, including Kanban Board and Table view, you can easily track and manage customer accounts. 

With the ClickUp CRM Template, you can streamline your sales pipeline management and team communication in one place. It helps you concentrate on key customer relationship areas to enhance customer experience and attract more customers.

Use ClickUp’s CRM Template to manage your leads, nurture customer relationships, and optimize your sales pipeline.

ClickUp best features

  • Centralized customer database: Manage your customer database with ClickUp CRM Software and CRM templates. They help you track leads and organize contact information in one central database
  • Integrated communication feature: Communicate in real-time with your team using @mentions and Assign Comments in ClickUp Chat. This enables seamless cross-functional collaboration and helps improve customer experience
  • AI-driven CRM analytics: Gain deep insights into customer behavior, predict customer churn, and forecast sales with ClickUp Brain, and improve decision-making. You can use pick AI prompts for CRM from ClickUp’s prompt library
 AI prompts for CRM
Generate surveys and custom forms with ClickUp Brain and assess the quality of  your customer service
  • Easy customization: Enhance CRM tasks and customer data management with customizable views, including Kanban Boards, List, Table, and Gantt
  • Automate customer outreach: Streamline customer outreach by integrating emails with ClickUp Email Project Management solution. You can automatically send follow-up emails or updates to customers
  • Enhance customer service: Improve customer service and gain customer loyalty with ClickUp CRM Software for Customer Service. It streamlines customer onboarding, ticketing, and feedback management
ClickUp CRM for customer service interactions
Use ClickUp CRM for customer service interactions
  • Build a smooth customer journey: Visualize customer journey with ClickUp Whiteboards. This helps you identify bottlenecks in the customer journey and remove friction
ClickUp Whiteboard
Visualize a smooth customer journey with the ClickUp Whiteboard
  • Detailed analytics and reporting: Get detailed reports on average deal sizes and customer lifetime value with ClickUp Dashboards
ClickUp Dashboard
Get a clear view of project progress for your team and company, track deadlines, manage tasks, and see who’s working on what in real-time in ClickUp Dashboards

ClickUp limitations

  • It takes some time to understand all the features and use cases of ClickUp CRM

ClickUp pricing

  • Free: Forever
  • Unlimited: $7/user/month
  • Business: $12/user/month
  • Enterprise: Contact for pricing 
  • ClickUp Brain: Add to any paid plan for $7 per Workspace member per month.

ClickUp ratings and reviews

  • G2: 4.7/5 (9,500+ reviews)
  • Capterra: 4.6/5 (4,100+ reviews)

2. Salesforce (Best for data automation and analytics)

Salesforce is one of the top CRM systems many companies in Canada use. Its integrated CRM software; Einstein 1, is great for automation and analytics, as its AI can create content for sales, marketing, commerce, and customer service teams.

It integrates with more than 3,000 tools, making it an excellent choice for those needing to combine several different solutions. 

You can also use Salesforce to run customer feedback polls. I love this feature as it gathers valuable customer insights and makes your customers feel heard.

Salesforce also complies with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), allowing you to safely collect and store customer data. 

Salesforce best features

  • Automate access to customers’ social data for a better understanding of their specific behavior and preferences
  • Compare critical details of the customer’s timeline along with those of business competitors
  • Use Einstein’s AI analytics to gain complex sales and service insights

Salesforce limitations

  • You may experience software lag when integrating this tool with third-party integrations
  • Some desktop features may not be fully accessible on mobile devices, such as the maximum number of rows displayed in reports

Salesforce pricing

  • Free: 30-day trial
  • Starter Suite: $25/user/month
  • Professional: $80/user/month
  • Enterprise: $165/user/month
  • Unlimited: $330/user/month
  • Einstein 1 sales: $500/user/month

Salesforce ratings and reviews

  • G2: 4.3/5 (19,000+ reviews)
  • Capterra: 4.4/5 (18,000+ reviews)

3. HubSpot (Best for automating communications and customer service)

HubSpot is one of the most well-known collaborative CRM software applications in Canada. It provides the right tools to accelerate customer growth. I like how HubSpot has customized CRM solutions for sales leaders, sales professionals, marketers, customer service teams, operations managers, and business owners.  

It allows me to quickly access detailed reports and monitor how my sales team is performing. It also provides a free meeting scheduler that prospects can use to book discovery calls. Teams can use it to create tasks, set deadlines, and get automatic reminders.

It offers a centralized CRM database that lets sales teams share and access prospects and lead data from anywhere. This enables seamless tracking of customer relationships and effortless management of sales activities.

HubSpot also complies with the applicable Canadian federal and provincial laws related to processing customer data (like the provincial regulations like Quebec’s Bill 64), so your customers’ confidential information remains secure.

HubSpot best features

  • Monitor your entire sales pipeline in real time on a visual dashboard
  • Use free forms, landing pages, and ad management tools to convert leads into qualified customers
  • Control your data by setting reports and dashboards as public, private, or restricted access
  • Enable ticketing and live chat features to provide quick customer support and enhance customer experience
  • Track website activity and identify new leads for your business
  • Save unlimited customer data and up to 1,000,000 contacts with no time limit
  • Use HubSpot Payments to easily handle payments within the platform without needing third-party payment providers like Stripe or PayPal

HubSpot limitations

  • Many HubSpot CRM features are not customizable
  • It includes lots of paid-add ons, which can increase costs

HubSpot pricing

  • Free: Forever
  • Marketing Hub Starter: $20/user/month
  • Starter Customer Platform: $20/user/month
  • Marketing Hub Professional: $890/3 users/month
  • Marketing Hub Enterprise: $3600/5 users/month

For Canadian businesses, Hubspot fees are exclusive of Goods and Services Tax (GST), Provincial Sales Tax (PST), and Harmonized Sales Tax (HST).

HubSpot ratings and reviews

  • G2: 4.4/5 (11,000+ reviews)
  • Capterra: 4.5/5 (4000+ reviews)

4. Copper (Best for building customer relationships)

4. Copper: Best for building customer relationships
via Copper

Copper has made building customer relationships much easier for my team. It lets me view the end-to-end interaction points with each customer so I don’t miss any relevant details.

Copper stood out for me due to its simple user interface. You can easily integrate Copper into your Google workspace and manage all customer emails and files. 

It simplifies customer journey mapping, automatically sends personalized emails to customers, and tracks customer engagement. 

Copper best features

  • Automate recurring tasks and send important messages to be in regular touch with your important contacts
  • Access pre-built reports for high-level oversight across sales, marketing, and customer success for absolute account coordination
  • Sync attachments and Google docs from GMail and Google Calendar to centralize customer data
  • Choose multiple currencies and languages when dealing with international operations or predominantly French-speaking regions in Canada

Copper limitations

  • Not flexible outside of Google Workspace, making it less appealing to companies not adept with Google’s products

Copper pricing

  • Free: 14-day trial
  • Starter: $9/user/month, billed annually
  • Basic: $23/user/month, billed annually
  • Professional: $59/user/month, billed annually
  • Business: $99/user/month, billed annually

Copper ratings and reviews

  • G2: 4.5/5 (1,100+ reviews)
  • Capterra: 4.4/5 (500+ reviews)

5. TheFishTank (Best for customer data analytics)

TheFishTank is an enterprise solution for small businesses in Canada. Although it does not have a native CRM solution, it can seamlessly integrate with Salesforce CRM and Microsoft 365 Dynamics solutions into your CRM operations. 

TheFishTank is an official Sitecore partner that offers seamless integration with Salesforce. It helps you get a 360-degree and omni-channel view of your customers. You can map detailed customer journeys on multiple channels, helping you close leads faster.

With TheFishTank, you can also integrate Coveo, an AI-powered SAP customer solution, into your tech stack. 

TheFishTank best features

  • Integrate CRM solutions, such as Salesforce, into your business solution
  • Get advanced CRM analytics with Sitecore for better decision-making
  • Create personalized CRM data using Sitecore

TheFishTank limitations

  • It lacks many CRM features such as customer feedback management, lead generation, and sales automation

TheFishTank pricing

  • Custom pricing based on business size and industry

TheFishTank ratings and reviews

  • G2: N/A
  • Capterra: N/A

6. CentrixOne (Best for customer outreach)

CentrixOne is native CRM software for small and medium businesses in Canada. All its services are available in English and French.

It’s a powerful tool for gaining an overall view of the sales pipeline. It allows easy tracking and updating of sales activities with simple drag-and-drop functionality

I like how it arranges multiple accounts, leads, emails, and contacts in one place. This can help sales and marketing teams save time during lead management.

Its lead segmentation feature stood out to me. It classifies and filters leads so I know which to prioritize. The software also sends personalized communication to prospects, making my job easier. 

You can also use it to quickly schedule actions to respond to the leads immediately upon contact and assign them instantly to a representative.

CentrixOne best features

  • Automate personalized marketing and CRM campaigns.
  • Get sales pipeline forecasting in real time
  • Create impactful emails with easy drag-and-drop editing and filter email lists to target specific audience
  • Automatically collect and track website visitors’ data and identify leads

CentrixOne limitations

  • You can only send automated emails to up to 1500 contacts in one go to avoid being flagged as spam

CentrixOne pricing

  • Free: 14-day trial
  • Essential: $26.50/user/month
  • Pro: $47.50/user/month
  • Growth: $79.50/user/month
  • Enterprise: $105.50/user/month

CentrixOne ratings and reviews

  • G2: N/A
  • Capterra: 4.2/5 (10+ reviews)

7. Pipedrive (Best for lead management)

Pipedrive is a great platform for complete sales management. It automates the sales process and makes it easier to track sales pipelines and manage leads.

It also provides detailed reports for lead performance and deal tracking. What I like about Pipedrive is advanced sales metrics tracking. I can set sales goals, forecast sales, and manage team performance with Pipedrive. 

You can also sync your email with Pipedrive and manage your inbox from within the software. 

Pipedrive best features

  • Use Pipedrive’s AI integration to identify high-potential deals
  • Automate sales calculations with smart formulas
  • Calculate the average conversion rate to determine the number of new leads needed to meet your targets
  • Use the web visitor add-on to track leads
  • Activate e-signatures to let your customers sign important documents without downloading them. This can help close deals faster
  • Supports multilingual and multi-currency operations to meet the needs of Canadian customers better

Pipedrive limitations

  • Many advanced features are available as add-ons for extra costs

Pipedrive pricing

  • Free: 14-day trial
  • Essential: $14/user/month
  • Advanced: $29/user/month
  • Professional: $59/user/month
  • Power: $69/user/month
  • Enterprise: $99/user/month

Pipedrive ratings and reviews

  • G2: 4.3/5 (1,800+ reviews)
  • Capterra: 4.5/5 (2,900+ reviews)

8. Freshsales (Best for prospect management)

If you are having trouble managing your prospects, you should try Freshsales. It is an AI-powered sales CRM that helps you automate smart sales campaigns and boost revenue. 

You can also view your entire sales pipeline on a Kanban board. 

FreddyAI, Freshsales’ AI integration, provides the intent score for each lead and enables you to focus on valuable leads. This can significantly help increase lead conversion.

You can even use it to simplify email marketing campaigns by easily importing contact information such as CSV/Excel, Google Contact, or Outlook Contact.

Freshsales best features

  • Use its AI-powered assistant to stay informed about ongoing deals, highlighting those requiring immediate attention
  • Get deal recommendations and customer insights to facilitate more impactful and data-driven decisions
  • Analyze customer behavior better with a 360° view of customer data and provide personalized customer experience
  • Automate CRM workflows with customizable templates
  • Offers multi-language support for the French-speaking regions in Canada.

Freshsales limitations

  • Deal scoring system sometimes might show some inconsistencies
  • It has limited report-generation capabilities

Freshsales pricing

  • Free: Forever
  • Growth: $9/user/month
  • Pro: $39/user/month
  • Enterprise: $59/user/month

Freshsales ratings and reviews

  • G2: 4.5/5 (1,100+ reviews)
  • Capterra: 4.5/5 (600+ reviews)

9. 1CRM (Best for CRM and order management)

via 1crm

1CRM is a multipurpose CRM software that helps you manage daily tasks, sales and opportunities, customer service, and project management. It streamlines entire team collaboration in one place and reduces the need for different apps.

1CRM’s order management feature distinguishes it from other CRM software in Canada. This feature allows you to manage your quotes, invoices, catalogs, and purchase orders.  

1CRM best features

  • Track inventory movements at multiple warehouse locations
  • Get real-time updates on overdue bills and current balance payable
  • Use Booked hours to get information on time spent on different projects and customer cases
  • Automate lead capture, personalize follow-up emails, and create newletters with the drag-and-drop editor
  • Manage partner network and automate sales commission
  • Connect your customers’ social media profiles to get their latest news and send personalize campaigns

1CRM limitations

  • Its project-management solution is not user-friendly
  • It does not have live chat integration which can make team communication difficult

1CRM pricing

  • Free: 30-day trial
  • Startup: $15/user/month, billed monthly 
  • Startup +: $23/user/month, billed monthly 
  • Professional: $33/user/month, billed monthly 
  • Enterprise: $39/user/month, billed monthly 

1CRM ratings and reviews

  • G2: 4.3/5 (20+ reviews)
  • Capterra: 4.2/5 (50+ reviews)

10. Act! (Best for marketing automation)

via Act!

Act! is a fully customizable CRM and marketing workflow automation platform that offers a 360-degree view of all your customer activities, interactions, and sales. It is ideal for building customer management strategies and managing pipelines.

You can assess your sales pipeline by product, territory, sales stage, agent, and region, which is handy when working across Canada’s provinces. Along with CRM, you can use Act! to automate marketing campaigns with customizable templates and automate workflows by defining outreach strategies. 

I particularly like its integrated text messaging feature, SMS4Act!, to quickly and easily send text messages directly from within Act! And it automatically records replies for follow-up and reference, making my work easy and quick.

Act! best features

  • Get instant access to customer data and CRM activities with the search feature
  • Get real-time visibility into business performance with a comprehensive view of the sales cycle
  • Consolidate data from spreadsheets and gain new insights through analysis using the Custom Tables feature
  • Automate lead capturing with high-converting landing pages and web forms

Act! limitations

  • It offers limited email templates for marketing campaigns
  • It has limited integration capabilities, making it unsuitable for businesses experiencing rapid growth or handling large volumes of customer data

Act! pricing

  • Free: 30-day trial
  • Cloud-based: $30/user/month, billed annually
  • On-Premises: $37.50/user/month, billed annually

Act! ratings and reviews

  • G2: 3.9/5 (400+ reviews)
  • Capterra: 3.8/5 (700+ reviews)
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Elevate Customer Experience with ClickUp’s CRM

With customer centricity becoming the top priority for businesses across Canadian industries, you must implement effective CRM software with diverse functionalities. 

With the ClickUp CRM platform, you can use customizable views like Table, Board, Calendar, List, and Form to tailor your CRM workspace to fit specific needs.

From powerful dashboards to ClickUp Brain’s AI-powered outreach features, ClickUp CRM can handle any account management task. And don’t forget the robust templates equipped to support activities ranging from lead generation to influencer management.

Sign up on ClickUp for free today!

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